Visual task board structure

Visual task board structure

There are different types of task boards for different kinds of task management. All
types of boards share the same overall structure.

Table 1. Board types

Board type

Description

Freeform boards

Display any kind of task record, including personal tasks. Members of
freeform boards can add and remove task cards and lanes.

Flexible boards

Display tasks that match the configured filter against a particular table.
Members of flexible boards can add task cards, which are removed automatically
when the tasks no longer match the filter conditions. Members can define custom
lanes, similar to a freeform board.

Guided boards

Display tasks that match the configured filter against a particular table,
like flexible boards. Members of guided boards can add task cards, which are
removed automatically when the tasks no longer match the filter conditions. Guided
board lanes correspond to field values and cannot be edited in most cases.

The icon beside the board name on the Task Boards page identifies the type of board.
Freeform boards appear with a grid of four squares (); flexible boards appear with a vertical line beside two squares
(); guided boards appear
with two vertical lines ().

Figure 1. Task Boards screen

All boards have these elements:

Table 2. Board elements

Element

Description

Quick panel

Displays labels and users associated with the board. Board members can use
the quick panel to filter cards or to quickly label or assign tasks. Members can
also configure what appears in the quick panel.

Lanes

Organize cards on a board into vertical groups. These groups often represent
the status of the task, such as To Do,
Doing, and Done. Each board is
composed of one or more lanes. When using a guided board, each lane represents a
possible field value. For example, a board on the Incident table can display one
lane for each State value such as
New, Active, or
Resolved. Users can move cards from one lane to another
to update the task that card represents.

Cards

Represent individual tasks. Users can add comments, attachments, and labels
to cards and assign users to cards. Each card is tied to a task record; updating
one immediately updates the other. For freeform boards, each card represents a
personal task. For flexible and guided boards, each card represents a record from the list that board was created from.